Crossing Hurdles · 5 hours ago
Financial Analyst | Remote
United States
Contract
Remote
Senior Level
$160/hr - $300/hrCrossing Hurdles is seeking a Private Wealth Management / Personal Finance Advisor to deliver expert guidance in personal finance and wealth management. The role involves designing and managing portfolio construction and financial strategies while translating complex financial situations into clear recommendations for clients.
Staffing & Recruiting
Responsibilities
Deliver expert personal finance and wealth management guidance to individuals across varied risk profiles and income levels
Design and manage portfolio construction, expense management, and financial decision-making strategies aligned with client goals and risk tolerance
Apply real-world private wealth management experience to improve AI-driven advisory solutions at scale
Provide asynchronous feedback and participate in focused review sessions with research teams
Translate complex financial situations into clear, client-ready recommendations
Demonstrate exceptional written and verbal communication in all advisory and collaboration contexts
Uphold the highest standards of discretion, professionalism, and client-first service
Qualification
Required
Strong hands-on experience in private wealth management or personal finance advisory roles
Proven ability to design and implement personalized investment portfolios and financial planning strategies
Experience serving clients across retail, mass-affluent, HNW, and UHNW segments
Strong analytical skills with the ability to synthesize financial data into actionable insights
Excellent written and verbal communication skills with a focus on clarity and empathy
Ability to work independently in a remote, collaborative, and fast-paced environment
Unwavering commitment to ethical standards and client confidentiality
Company
Crossing Hurdles
At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase